# SMS-Magic Converse Integration with Litify

> **Source**: [SMS-Magic](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify)
>
> <p>The SMS-Magic Converse Guide equips admins with setup and configuration steps. This guide also has content for users to use SMS-Magic.</p>

## Browse Collection

1. [Delete a Template](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/5337gE1C2pQ-delete-a-template.md) (Article)
2. [Change the Template Owner](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/4zn32gkZEFw-change-the-template-owner.md) (Article)
3. [Edit a Template](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/2APLxMEISzM-edit-a-template.md) (Article)
4. [Create New Rich Media Message Template (Package Version 1.73 onwards)](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/CkJtvIrpuXM-create-new-rich-media-message-template-package-version-1-73-onwards.md) (Article)
5. [Create New Media Message Template (Package Version 1.73 onwards)](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/ViireASSkK8-create-new-media-message-template-package-version-1-73-onwards.md) (Article)
6. [Create a New Template](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/Yg40DIZ8img-create-a-new-template.md) (Article)
7. [SMS-Magic Setup & Installation - Litify](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/y70WRykxJic-sms-magic-setup-installation-litify.md) (Article)
8. [Overview - App Navigation](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/yaDv2U8vifI-overview-app-navigation.md) (Article)
9. [Overview - Facebook Messaging](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/GK9tsXRB0Rs-overview-facebook-messaging.md) (Article)
10. [Overview - converse desk](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/5xkPV1QW3G0-overview-converse-desk.md) (Article)
11. [Workspace Overview](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/NyQKm8SBYvg-workspace-overview.md) (Article)
12. [Setup Organization-Wide Email Address](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/EdwHQf2g65I-setup-organization-wide-email-address.md) (Article)
13. [Setup Email Services](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/JyT4UcoQ5d0-setup-email-services.md) (Article)
14. [Email to Text – FAQs](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/wPdjy6Se0pc-email-to-text-faqs.md) (Article)
15. [Enable Notification](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/gVjK4LLMsM8-enable-notification.md) (Article)
16. [Create an Email Template (Optional)](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/GV2DgVUAy6k-create-an-email-template-optional.md) (Article)
17. [Email To Text Overview](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/XN6XAeKDFt8-email-to-text-overview.md) (Article)
18. [Exporting Campaign Statistics](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/ki2zOXoInUI-exporting-campaign-statistics.md) (Article)
19. [Email Notification on Campaign Failures](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/JmsFn2VyLog-email-notification-on-campaign-failures.md) (Article)
20. [Accessing Error logs](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/ptti2DZ2AN0-accessing-error-logs.md) (Article)
21. [Abort Campaigns](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/TGC2bTd4Z7k-abort-campaigns.md) (Article)
22. [Clone Campaigns](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/5wwlGpY0MJg-clone-campaigns.md) (Article)
23. [Schedule Campaigns](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/vfYS73bU5uI-schedule-campaigns.md) (Article)
24. [Overview](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/xusbm4l2PcM-overview.md) (Article)
25. [Edit Campaigns](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/bC4yTz2rkaU-edit-campaigns.md) (Article)
26. [View Campaigns](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/IGqgZAdpmwg-view-campaigns.md) (Article)
27. [Campaign Results](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/4wEDNPV7MM8-campaign-results.md) (Article)
28. [Create a Campaign](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/1PrKW8L0WOA-create-a-campaign.md) (Article)
29. [Access Campaign Manager](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/DrBx1QgraF0-access-campaign-manager.md) (Article)
30. [Compliance](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/Z3t4S3wU3vI-compliance.md) (Article)
31. [Prerequisites](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/DvdL66nbUgM-prerequisites.md) (Article)
32. [Overview - Campaign Manager](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/ZuzUXsKtRGU-overview-campaign-manager.md) (Article)
33. [Overview - Converse Apps](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/czyXDCpgaqY-overview-converse-apps.md) (Article)
34. [Overview - SMS Reports and Dashboards](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/ZIbeHmIEx60-overview-sms-reports-and-dashboards.md) (Article)
35. [Introduction - Multichannel compliance](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/04Z1badp4Dc-introduction-multichannel-compliance.md) (Article)
36. [Schedule Bulk SMS](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/2TkKQ4FjHg8-schedule-bulk-sms.md) (Article)
37. [Send Bulk SMS](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/4s6vXaUqrjM-send-bulk-sms.md) (Article)
38. [User Management](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/En3lMlNjU8Y-user-management.md) (Article)
39. [License Feature Access](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/49nnhu7L60g-license-feature-access.md) (Article)
40. [Message Configuration](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/Su3AwPRgXPQ-message-configuration.md) (Article)
41. [Sender ID and Assignment](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/8gbbufQ5jqM-sender-id-and-assignment.md) (Article)
42. [Conversations](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/4DvfPbEyZ2k-conversations.md) (Article)
43. [Permission Management](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/w1eIDTRHdfs-permission-management.md) (Article)
44. [Send a New Message](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/9hK9A3bUn38-send-a-new-message.md) (Article)
45. [Configure Audit Database](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/QMJ64yDKKTM-configure-audit-database.md) (Article)
46. [Configure Consent Method](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/gzfdHlh1mz4-configure-consent-method.md) (Article)
47. [Create Double Opt-In Configuration](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/90wXodwrqE4-create-double-opt-in-configuration.md) (Article)
48. [Configure Keywords](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/uBHbOm8A3Lc-configure-keywords.md) (Article)
49. [Introduction - Create consent database](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/wL2BaO1wGms-introduction-create-consent-database.md) (Article)
50. [Create Consent Automatically](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/Jrl8GNxod6s-create-consent-automatically.md) (Article)
51. [Create Consent Manually](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/puDbtlWTQ6s-create-consent-manually.md) (Article)
52. [Create Consent programmatically(via apex)](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/o3SyX3a9MgE-create-consent-programmatically-via-apex.md) (Article)
53. [Importing Existing Consents](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/XKPoxXHQoHs-importing-existing-consents.md) (Article)
54. [WhatsApp Channel Overview](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/KQkVMV4xcvE-whatsapp-channel-overview.md) (Article)
55. [Understanding WhatsApp Messaging](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/yUGt1h9XkPc-understanding-whatsapp-messaging.md) (Article)
56. [Steps to get started and configure WhatsApp-enabled business number](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/3wQo24BNfCg-steps-to-get-started-and-configure-whatsapp-enabled-business-number.md) (Article)
57. [Creating WhatsApp Templates](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/3dasNhzayr0-creating-whatsapp-templates.md) (Article)
58. [WhatsApp Tagged Sender IDs, Templates and Messages](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/ybBajubpTP8-whatsapp-tagged-sender-ids-templates-and-messages.md) (Article)
59. [FAQ's](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/Cidn1i3Qf1Q-faq-s.md) (Article)
60. [Configure Run SMS Campaign Button in Classic](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/kV7I7Nndwu0-configure-run-sms-campaign-button-in-classic.md) (Article)
61. [Configurate Notifications for New Conversations ](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/PSx2ROQf7f8-configurate-notifications-for-new-conversations.md) (Article)
62. [Send a Message from Conversation View on a Record Page](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/WXSZvd68UtI-send-a-message-from-conversation-view-on-a-record-page.md) (Article)
63. [Send a Message from Record Details](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/1jrUmcJUjJA-send-a-message-from-record-details.md) (Article)
64. [Send a Message from Converse Inbox](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/PqODCulW220-send-a-message-from-converse-inbox.md) (Article)
65. [Reply to a Message](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/Bxv7oh1vfCg-reply-to-a-message.md) (Article)
66. [Send a Multimedia Message](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/92Pc4EokREo-send-a-multimedia-message.md) (Article)
67. [Filter Template](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/W45yp40aY6Q-filter-template.md) (Article)
68. [Search Template](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/yzPDtPFSP2Y-search-template.md) (Article)
69. [Litify Configuration Use Cases](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/6SGJly0oBEM-litify-configuration-use-cases.md) (Article)
70. [Features Available as per the Selected Plan](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/0hLwVF36BTw-features-available-as-per-the-selected-plan.md) (Article)
71. [Configuring User Profiles](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/eE63F7rmLlM-configuring-user-profiles.md) (Article)
72. [Search Conversations in Converse Desk](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/bVmBx8fqtvY-search-conversations-in-converse-desk.md) (Article)
73. [Creating Facebook Templates](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/OpODtN7sRCA-creating-facebook-templates.md) (Article)
74. [Add Navigation Bar](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/mdK3Q4cw4DU-add-navigation-bar.md) (Article)
75. [Create a New Converse App](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/F8demj8m7O8-create-a-new-converse-app.md) (Article)
76. [Converse Dashboard - User](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/ql1r9wYNQZE-converse-dashboard-user.md) (Article)
77. [SMS-Magic Converse Compatibility with Salesforce](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/Yy69sjtAZVs-sms-magic-converse-compatibility-with-salesforce.md) (Article)
78. [Url shortening](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/qwsWNqyfi88-url-shortening.md) (Article)
79. [View Conversations using Global and Conversation Filters](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/KU2e04Mk9bk-view-conversations-using-global-and-conversation-filters.md) (Article)
80. [Pick & Choose - Additional configurations](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/CGZu3H2lxhc-pick-choose-additional-configurations.md) (Article)
81. [Converse Dashboard - Team](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/9A2hqn09NN8-converse-dashboard-team.md) (Article)
82. [Add Message Flow](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/7mc4vpLvJgI-add-message-flow.md) (Article)
83. [Understanding Facebook Messaging](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/hYsmf7yj9eU-understanding-facebook-messaging.md) (Article)
84. [Configure Run SMS Salesforce Campaign Lightning Steps](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/jkNGgcL3ZZY-configure-run-sms-salesforce-campaign-lightning-steps.md) (Article)
85. [Manual Sync-up of System Settings](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/HavUvP6w6pk-manual-sync-up-of-system-settings.md) (Article)
86. [Enable Facebook Messenger for Your Business Page](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/GDUm3BW9FyQ-enable-facebook-messenger-for-your-business-page.md) (Article)
87. [Converse Dashboard - Messages](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/lUnQ794NTWI-converse-dashboard-messages.md) (Article)
88. [SMS Magic - System Update Notifications](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/Xhr8aykESO4-sms-magic-system-update-notifications.md) (Article)
89. [Use Action Key](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/Tmw60vWC9jg-use-action-key.md) (Article)
90. [Connect Production Accounts from Workspace](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/Ei4DXAAv9CI-connect-production-accounts-from-workspace.md) (Article)
91. [Expiring Short Links](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/A33NDXg4j44-expiring-short-links.md) (Article)
92. [Conversations in Converse Inbox](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/U6RVM28z6zE-conversations-in-converse-inbox.md) (Article)
93. [Overview - Configure Converse Inbox](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/PUEE4m3s57U-overview-configure-converse-inbox.md) (Article)
94. [Search Converse App](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/J6VmwmfZofI-search-converse-app.md) (Article)
95. [Deleting Short URL](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/rqn1sHIEOiE-deleting-short-url.md) (Article)
96. [Configure Converse Inbox on Classic Side Panel](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/ICpw3vlh5E8-configure-converse-inbox-on-classic-side-panel.md) (Article)
97. [Overview - Analytics Dashboard](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/jbuXJpvfZO8-overview-analytics-dashboard.md) (Article)
98. [View Conversation Details](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/bf3b4wqG9V4-view-conversation-details.md) (Article)
99. [Connect Salesforce Sandbox from Workspace
](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/wuOp2Z5M2E0-connect-salesforce-sandbox-from-workspace.md) (Article)
100. [Steps to Integrate Facebook Business Page via Customer Portal](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/W5NBs3txPr0-steps-to-integrate-facebook-business-page-via-customer-portal.md) (Article)
101. [Steps to Configure Sender ID and Message Templates in SMS-Magic Converse](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/BVPMvNnrlNU-steps-to-configure-sender-id-and-message-templates-in-sms-magic-converse.md) (Article)
102. [Automation of URL Shortening](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/VZAWGOVVLrE-automation-of-url-shortening.md) (Article)
103. [Save an Unknown Number as a New Lead](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/2fnBiE70IKg-save-an-unknown-number-as-a-new-lead.md) (Article)
104. [Trigger a Message Action from Flows](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/2eP2qVjhGsc-trigger-a-message-action-from-flows.md) (Article)
105. [Consent Status](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/CoYxwuXZF2E-consent-status.md) (Article)
106. [Configure Converse Inbox on Lightning Utility Bar](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/E6MfoR1nbKc-configure-converse-inbox-on-lightning-utility-bar.md) (Article)
107. [Upgrade Package Version From Workspace](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/PyYtRxR2Hvs-upgrade-package-version-from-workspace.md) (Article)
108. [Facebook Tagged Sender ID’s, Templates & Messages](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/dpttA0fCNxw-facebook-tagged-sender-id-s-templates-messages.md) (Article)
109. [Transferring Credits: Move and Manage Your Messaging Credits](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/VhEtxW3mfmg-transferring-credits-move-and-manage-your-messaging-credits.md) (Article)
110. [URL Tracking](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/C0sKiaNR2ic-url-tracking.md) (Article)
111. [Conversation Filters](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/8pkHQBzuRpQ-conversation-filters.md) (Article)
112. [Opt-Out Analysis](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/48GUSi283Q8-opt-out-analysis.md) (Article)
113. [Configure Custom Inbox](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/aTs1hvOko5I-configure-custom-inbox.md) (Article)
114. [Overview - Configure SMS Buttons](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/h0Bn1UxXtvo-overview-configure-sms-buttons.md) (Article)
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---

# ARTICLE: Connect Production Accounts from Workspace

## METADATA

- id: Ai0WPVpWntp2rHu8pbglrQ
- type: article
- source: SMS-Magic
- content_url: https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/Ei4DXAAv9CI-connect-production-accounts-from-workspace

- collection_url: https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify

## CONTENT

Now, with the Workspace, you can check all your existing connected Salesforce accounts and connect new accounts with ease.

- Login to SMS-Magic application using your Salesforce Org credentials.
- Once you’re logged in, you will be redirected to the Workspace page, from where you will be able to see the Production Account and all the Linked Sandbox accounts, and an option for adding new accounts.

*[Image]*

- Click the **Expand **button to view detailed information about individual accounts. This will display **Email ID**, **Created Date**, **URL**, and **Package Version**.

*[Image]*

- You can install and configure the SMS-Magic Converse app for your Salesforce Org by clicking on the **Install and Configure** link.

- To connect a New Salesforce Account, click on the **Connect Account** drop-down menu.

- The Connection Type drop-down menu offers two options:

*[Image]*

**Add New Account**: This allows you to install SMS-Magic Converse App in Production environment.

**Connect Existing Account**: To connect an existing Salesforce Production account, select this option.

> **NOTE:** You can have one production account and multiple Sandbox accounts.

### **1. Creating a New **Production** Account**

Adding a new Salesforce Production account to SMS-Magic Workspace is a straightforward process. This allows you to extend SMS-Magic functionality to a new account in Production environment. Here’s a brief procedure for adding a new account in SMS-Magic Workspace:

- To add a New Salesforce Production Account from the Workspace, locate and click on the **Connect Account** drop-down menu.

- Choose **Add New Account** from the drop-down menu.

*[Image]*

- A dialog box will appear, presenting two options to select the environment:

*[Image]*

**Install in Production**: Choose this option to install SMS-Magic Converse App in your Salesforce Production environment. This is typically used for your live, operational Salesforce environment.

- After selecting your desired environment, follow the on-screen prompts to complete the installation of SMS-Magic for the new account.
- You will receive a confirmation once the installation process is successful. Your new Salesforce Production account is now connected to SMS-Magic Workspace.

You have successfully added a new Production account to SMS-Magic Workspace. You can now manage SMS-Magic features for this account as needed.

> **NOTE:** Ensure that you have the necessary permissions and access rights in your Salesforce Org to install the SMS-Magic Converse App for the chosen environment (Production or Sandbox).

### **2. Connect Existing **Production** Account**

Connecting an existing Salesforce Production account to SMS-Magic Workspace is a straightforward process. This allows you to extend SMS-Magic functionality to an existing account in Production environment. Here’s a brief procedure for connecting an existing account to SMS-Magic Workspace:

- To connect an existing Salesforce Account from the Workspace, locate and click on the **Connect Account** drop-down menu.

- Choose **Connect Existing Account** from the drop-down menu.

*[Image]*

A Connect Existing Account dialog box will appear.

*[Image]**[Image]*

- Enter the API key in the **Add API Key** field.
- Enter the SMS-Magic account ID in the ‘Add SMS Magic Account ID’ field.
- You need to enter the API key and account ID of the account that you want to connect. You get this information from the ‘Get Started’ section
- After entering the required information, click on the ‘Connect’ button to establish the connection.

*[Image]*

This concludes the process of connecting Production account in SMS-Magic Workspace. You can now seamlessly manage your Salesforce accounts, transfer Sender IDs, and control credit transfers as needed.